Diversified Management INC
Milwaukee, WI·SEC-registered · CRD #106680
Diversified Management INC is an SEC-registered investment advisory firm in Milwaukee, WI managing $1.9B across 1.9k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.9B
Client accounts
1.9k
Advisory staff
6
Fee model
Fee-based
How Diversified Management INC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Diversified Management INC
How much does Diversified Management INC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Diversified Management INC reports $1.9B in regulatory assets under management across roughly 1.9k client accounts.
How does Diversified Management INC charge?
Diversified Management INC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Diversified Management INC a fiduciary?
Yes. Diversified Management INC is registered with the U.S. Securities and Exchange Commission (CRD #106680), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Diversified Management INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Diversified Management INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Milwaukee, WI
Profile compiled from Diversified Management INC's public SEC Form ADV filing (CRD #106680, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Diversified Management INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Diversified Management INC? Claim this profile.